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NIM
NEOS Investment Management’s
Raymond James Financial
RJF
Stock Holding History
NEOS Investment Management’s Portfolio
RJF Stock Details
RJF Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$4.24M
Sell
29,404
-1,312
-4%
-$208K
0.02%
365
2025
Q4
$4.92M
Buy
30,716
+4,944
+19%
+$798K
0.03%
334
2025
Q3
$4.44M
Buy
25,772
+9,100
+55%
+$1.51M
0.03%
319
2025
Q2
$2.55M
Buy
16,672
+3,566
+27%
+$511K
0.03%
336
2025
Q1
$1.81M
Buy
13,106
+2,505
+24%
+$389K
0.03%
342
2024
Q4
$1.64M
Buy
10,601
+2,488
+31%
+$376K
0.04%
327
2024
Q3
$990K
Buy
8,113
+1,624
+25%
+$190K
0.03%
378
2024
Q2
$799K
Buy
6,489
+1,992
+44%
+$246K
0.03%
363
2024
Q1
$578K
Buy
4,497
+1,834
+69%
+$214K
0.04%
352
2023
Q4
$297K
Buy
2,663
+434
+19%
+$44.7K
0.03%
391
2023
Q3
$224K
Buy
+2,229
New
+$236K
0.03%
331
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1-Year Est. Return
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$4.04T AUM
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26.23%
1-Year Est. Return
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44.11%
1-Year Est. Return
VPM
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$1.91T AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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